PCM
AVLR

PenderFund Capital Management’s Avalara, Inc. AVLR Stock Holding History

PenderFund Capital Management’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,800
Closed -$482K – 192
2022
Q3 		$482K Buy
+3,800
New +$341K 0.15% 76

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

PenderFund Capital Management's AVLR Position: Q4 2022 in Review

PenderFund Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,800 shares — an estimated $482K sold.

PenderFund Capital Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $482K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • PenderFund Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • PenderFund Capital Management sold 3,800 Avalara, Inc. shares in Q4 2022, an estimated $482K.
  • PenderFund Capital Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • PenderFund Capital Management's Avalara, Inc. position peaked at $482K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on PenderFund Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.